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Financial Modelling Basics



£29 inc VAT
Study method
No formal qualification
27 CPD hours / points
  • Certificate of completion - Free

103 students purchased this course

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Financial modelling in Excel is extremely useful to forecast and make key decisions about your company's performance. This online course is designed for beginners, to give you a solid foundation in the preparation needed before you build a financial model. You will learn the necessary concepts, functions and features required to structure and design your financial model to maximize usability and minimize risk. Examples are provided throughout so that you can apply the practical knowledge you learn through hands-on application in Excel.


Certificate of completion

Digital certificate - Included


27 CPD hours / points
Accredited by The CPD Certification Service



  • 55 practical tutorials.
  • Understand the four key attributes of a good financial model.
  • Useful Excel keyboard shortcuts to speed up your modeling.
  • Layout tips to make your model easy to navigate through and understand.
  • How to design your model to separate the inputs and calculations.
  • The difference between formats and styles, and how to import styles into a workbook.
  • How to effectively use number formatting and custom number formats.
  • When and how to effectively apply conditional formatting.
  • How to effectively assign and use range names, add hyperlinks and data validation.
  • The importance of checks to keep your model error free.
  • Printing and viewing tips, linking tips and security tips to protect your model.
  • Key Excel functions that are essential to know when building a financial model.

Who is this course for?

This online course is designed for beginners, to give you a solid foundation in the preparation needed before you build a financial model.

Career path

Business, Finance, Financial Modelling

Questions and answers

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Hassan Mohamed asked:

How interested Student in Somalia will receive the certificate?


Once all lessons are complete a soft copy of the certificate will be made available to you through your GoSkills dashboard. The certificate can be downloaded for your records. Thanks, GoSkills Support

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Hugh asked:

Can course materials and exercises be downloaded/saved for future reference?


Hi Hugh, you can download practical exercise files and copy and paste our reference guides. Video tutorials are streamed online and not available for download.

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Hugh asked:

Is there a time limit from purchase date for completing the course?


Hi Hugh, you will have one year to complete this course once your GoSkills access is activated.

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Adam asked:

Does this involve building a full financial model / projections? What level is this aimed at?


Hi Adam, The Financial Modelling Basics is a course for beginners. You can get details on the syllabus on our website. The Financial Modelling Techniques course provides a more robust syllabus. This is an intermediate course. You can get details on our website as well.

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Basma asked:

Is this course accredited ?? And can i get a hard copy of the certificate stamped by your organization once completed ?


Yes, this course is Continuing Professional Development (CPD) certified. Once you complete all of the lessons and take the final exam you will receive a certificate with the GoSkills logo and the CPD certification logo . The certificate will be available to download as a PDF.

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Jason asked:

How long will the course take?


We estimate that the study time for the Financial Modelling Basics course is 27 hours and 30 minutes. The course is self-paced though, so the duration of the course can vary per individual.

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Course rating


Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.